2025-01-28T18:43:37-05:00 2024-06-30 843463346 LOFTIS & LOVATO GROUP 5501 EAGLE ROCK AVE NE SUITE C-5 ALBUQUERQUE NM 87113 990 2023-07-01 856061229 THE DOROTHY WOODWARD MEMORIAL DORO 5052422684 6211 SAN MATEO BLVD NE STE 100 ALBUQUERQUE NM 87109 RIIS GONZALES PRESIDENT & CEO 5052422684 2025-01-14 true true NICK LOFTIS P00546190 5052935009 2025-01-28 2023 2025-03-06 01:10:19Z RIIS GONZALES 6211 SAN MATEO BLVD NE STE 100 ALBUQUERQUE NM 87109 87783 false X N/A X 1969 NM GENERATE INVESTMENT INCOME AND MAKE GRANTS TO THE REGENTS OF THE UNIVERSITY OF NEW MEXICO FOR THE BENEFIT OF THE HISTORY DEPARTMENT. GRANTS ARE TO BE USED TO SUPPORT SOUTHWESTERN UNITED STATES HISTORY RESEARCH PROJECTS. 16 15 0 0 0 0 46068 31207 0 46068 31207 54500 54500 0 0 0 0 716 718 55216 55218 -9148 -24011 638600 647295 54500 54500 584100 592795 GENERATE INVESTMENT INCOME AND MAKE GRANTS TO THE REGENTS OF THE UNIVERSITY OF NEW MEXICO FOR THE BENEFIT OF THE HISTORY DEPARTMENT. GRANTS ARE TO BE USED TO SUPPORT SOUTHWESTERN UNITED STATES HISTORY RESEARCH PROJECTS. false false 55207 54500 THE DOROTHY WOODWARD MEMORIAL MADE A 54,500 GRANT TO THE REGENTS OF THE UNIVERSITY OF NEW MEXICO FOR THE BENEFIT OF THE HISTORY DEPARTMENT TO BE PAID IN THE NEXT FISCAL YEAR. 55207 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false false X 16 15 false false false false false false false true true false false true true true true true true false false false X CAROL LAROTONDA 5052422684 6211 SAN MATEO NE SUITE 100 ALBUQUERQUE NM 87109 X MARK BENAK TRUSTEE CHAIR 0.20 2.00 X X 0 4000 0 BERNARD E BRUMMELL TRUSTEE VICE CHAIRMA 0.20 2.00 X X 0 4000 0 HAROLD W LAVENDER JR TRUSTEE SECRETARY 0.20 2.00 X X 0 4000 0 CHRISTOPHER PACHECO TRUSTEE ASSISTANT SE 0.20 2.00 X X 0 4000 0 SUZANNE BARKER DIRECTOR 0.20 1.00 X 0 2000 0 JAMES G DOBBIE TRUSTEE DIRECTOR 0.20 1.00 X 0 2000 0 ED GARCIA TRUSTEE DIRECTOR 0.20 1.00 X 0 4000 0 DAVID WALKER TRUSTEE DICKINSON CO 0.20 1.00 X 0 4000 0 DOUG BROWN TRUSTEE DIRECTOR 0.20 1.00 X 0 4000 0 CAROL GRAEBNER TRUSTEE DIRECTOR 0.20 1.00 X 0 4000 0 CYNTHIA SCHULTZ TRUSTEE DIRECTOR 0.20 1.00 X 0 2000 0 OLIVIA PADILLA-JACKSON TRUSTEE DIRECTOR 0.20 1.00 X 0 4000 0 KEN MARVEL TRUSTEE DIRECTOR 0.20 1.00 X 0 4000 0 JAMES B LEWIS TRUSTEE DIRECTOR 0.20 1.00 X 0 4000 0 LARRY LUJAN TRUSTEE DIRECTOR 0.20 1.00 X 0 4000 0 KIM SANCHEZ RAEL TRUSTEE UNM REPRESEN 0.20 1.00 X 0 0 0 KYLE LEE TRUSTEE DIRECTOR 0.20 1.00 X 0 0 0 RIIS GONZALES PRESIDENT & 0.20 40.00 X 0 303095 28521 357095 28521 false true false 14458 14458 73325 56576 16749 16749 16749 31207 31207 54500 54500 INVESTMENT MGMT FEES 718 707 11 55218 55207 11 0 1847 2336 636753 644959 638600 647295 54500 54500 54500 54500 X 584100 592795 584100 592795 638600 647295 -24011 32706 X false false false X X 1 UNIVERSITY OF NEW MEXICO-HISTORY DEPT UNIVERSITY OF NEW MEXICO-HISTORY DEPT 850275408 2 true 54500 0 1 54500 0 true false false false false false false false false false false false false false false true true true 0 0 0 12568 14458 12568 14458 0 716 718 0 0 11852 13740 615191 640856 1853 2092 0 0 617044 642948 0 0 617044 642948 9256 9644 607788 633304 21273 22166 0 0 21273 22166 11852 10074 21273 21273 0 21273 54500 0 0 0 0 0 54500 0 21273 0.000000000000 21273 1293 0 0 0 820 0 820 820 0 0 0 54500 473 21273 32754 0 0 32754 0 0 0 0 32754 PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATION, UNIVERSITY OF NEW MEXICO, MAINTAINS AN ADEQUATE RELATIONSHIP WITH SANDIA FOUNDATION AS THE BYLAWS OF SANDIA FOUNDATION DICTATE THAT OF THE AT LEAST 14 BOARD MEMBERS OF SANDIA FOUNDATION, ONE MEMBER SHALL BE A REPRESENTATIVE OF THE UNIVERSITY OF NEW MEXICO. THESE BOARD MEMBERS HOLD OFFICE FOR TERMS OF FIVE YEARS, HOWEVER THE TERM ENDS CONTEMPORANEOUSLY WITH THE DATE ON WHICH THAT DIRECTOR NO LONGER SERVES AS AN OFFICER OR MEMBER OF THE GOVERNING BOARD OF HIS OR HER EDUCATIONAL INSTITUTION EVEN THOUGH THE TERM, AS A RESULT, MAY BE LESS THAN FIVE YEARS IN LENGTH. HAVING REPRESENTATION ON THE BOARD OF SANDIA FOUNDATION GIVES THEM SIGNIFICANT VOICE IN SANDIA'S INVESTMENT POLICIES AND OTHER USE OF INCOME AND ASSETS. ANNUAL DISTRIBUTIONS ARE DETERMINED BY THE BOARD AND DOCUMENTED IN THE BOARD MINUTES. THE SELECTION OF GRANT RECIPIENTS IS DRIVEN BY THE ARTICLES OF INCORPORATION. THE UNIVERSITY OF NEW MEXICO IS A DESIGNATED GRANT RECIPIENT IN THE ARTICLES OF INCORPORATION. true REGENTS OF THE UNIVERSITY OF NM 700 LOMAS NE TWO WOODWARD CENTER ALBUQUERQUE NM 87102 850275408 501C3 54500 EDUCATION 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE REGENTS OF THE UNIVERSITY OF NEW MEXICO NOTIFY THE DOROTHY WOODWARD MEMORIAL, VIA SANDIA FOUNDATION, OF HOW THE GRANT WAS USED. false false false false false false false false false RIIS GONZALES PRESIDENT & CEO 303095 28521 331616 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE FOUNDATION'S CEO/PRESIDENT AND FINANCE DIRECTOR. A COPY OF THE FORM 990 IS THEN GIVEN TO EACH TRUSTEE FOR REVIEW, AND THE RETURN IS PRESENTED TO THE FULL BOARD OF TRUSTEES FOR ACCEPTANCE PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C SANDIA FOUNDATION IS THE TRUSTEE FOR THE DOROTHY WOODWARD MEMORIAL AND THE FOUNDATION'S STAFF PERFORMS ADMINISTRATIVE ACTIVITIES FOR THE TRUST. THE BOARD AND STAFF OF SANDIA FOUNDATION ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THEY MUST IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE OF AT THAT TIME AND ACKNOWLEDGE THAT THEY ARE RESPONSIBLE TO IMMEDIATELY IDENTIFY ANY CONFLICT THAT ARISES SUBSESQUENT TO THAT. FORM 990, PAGE 6, PART VI, LINE 19 SANDIA FOUNDATION IS THE TRUSTEE FOR THE DOROTHY WOODWARD MEMORIAL AND ITS EMPLOYEES HANDLE THE ACTIVITIES FOR THE TRUST. THE EMPLOYEES FOLLOW THE POLICIES OF SANDIA FOUNDATION AND THOSE POLICIES ARE AVAILABLE UPON REQUEST FROM THE FOUNDATION. GOVERNING DOCUMENTS FOR THE DOROTHY WOODWARD MEMORIAL ARE AVAILABLE UPON REQUEST. FORM 990, PART VII OFFICERS AND COMPENSATION SANDIA FOUNDATION IS THE TRUSTEE FOR THE DOROTHY WOODWARD MEMORIAL TRUST. THE TWO ORGANIZATIONS SHARE THE SAME BOARD AND THE EMPLOYEES OF THE FOUNDATION OVERSEE THE TRUST AND PERFORM THE NECESSARY MANAGEMENT FUNCTIONS. THE TIME SPENT BY THE BOARD AND SANDIA EMPLOYEES ON TRUST BUSINESS IS MINIMAL SO THERE IS NO CHARGE TO THE TRUST TO REIMBURSE SANDIA FOUNDATION FOR THEIR TIME. SANDIA FOUNDATION 6211 SAN MATEO BLVD NE SUITE 100 ALBUQUERQUE NM 87109 856009907 TRUSTEE NM 501C3 12D N/A false REGENTS OF THE UNIVERSITY OF NM 700 LOMAS NE TWO WOODWARD CENTER ALBUQUERQUE NM 87102 850275408 UNIVERSITY NM 501C3 2 N/A false false true false false false false false false false false false false false false false false false false false REGENTS OF THE UNIVERSITY OF NM B 54500 AMOUNT DECIDED BY BOARD